R02 – Investment Principles and Risk Download

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This material has been updated and is suitable for exams from September 2020.

Our R02 audio study guide. Over 4 hours of simple and effective exam study material for you to use when commuting, running, at the gym and just about anywhere! Instant download.

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R02 Exam – Investment Principles and Risk. Size: 12 modules, over 4 hours of material
Download time: approx 2 minutes over high speed broadband

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R02 Investment Principles and Risk exam material

Introduction (2 minutes)

Module 1 (11 minutes)
R02: the exam and preparing for it CII Regulated Diploma exam structure | The R02 exam | multiple-choice questions | exam preparation | 7 golden rules for the exam

Module 2 (25 minutes)
Asset classes – part 1 Cash: risks, types of products | Fixed interest securities: bond markets, how bonds are issued | measuring bond performance | market risk | volatility | yield curves

Module 3 (26 minutes)
Asset classes – part 2 Equities: types of share and dealing | private equity | measuring equity performance, e.g. P/E ratio | indicies | Property: residential property, commercial property and property investment vehicles | Alternative investments: works of art and commodities, e.g. gold

Module 4 (18 minutes)
The economic environment and its impact on asset classes Economic trends | world globalisation | economic cycles | fiscal and monetary policy | money supply | inflation | interest rates | balance of payments | the effects on investments

Module 5 (23 minutes)
The main investment theories  Managing risk: diversification and hedging | Systematic and non-systematic risk | efficient frontier | the main investment theories: capital asset pricing model, APT, EMH, behavioural | risk adjusted returns (sharpe ratio, alpha, information ratio) | the time value of money | compound interest

Module 6 (13 minutes)
Risk and investment performance Risk and return objectives | types of risk | diversification | gearing

Module 7 (29 minutes)
Indirect investment products – Part 1 Direct v indirect investments | OEICS v unit trusts, e.g. structure, charges, diversification, taxation | reporting and non-reporting  off-shore funds) | investment trusts, e.g.  structure, split caps, warrants, gearing

Module 8 (36 minutes)
Indirect investment products – Part 2 Life assurance-based investments | ETFs | property-based investments (property company shares, REITs, insurance company property funds, and property unit trusts or investment trusts) | EIS and SEIS | VCTs | futures and options | hedge funds | absolute return funds| structured products

Module 9 (18 minutes)

The investment advice process  The advice process | risk and capacity for loss| know your customer requirements | vulnerable customers | socially responsible investments

Module 10 (17 minutes)
Principles of investment planning Asset allocation and risk | portfolio optimisation | stochastic modelling | strategic and tactical asset allocation | passive investments | investment styles, e.g. value, momentum, contrarian | tax wrappers

Module 11 (16 minutes)
The performance of investments  Measuring portfolio performance, e.g. money weighted rate of return, indicies, other managers | discretionary management | selecting fund managers | portfolio reviews and re-balancing

Module 12 (20 minutes)

Crammer module This consists of the summaries of the previous modules.

R02 Investment Principles and Risk exam material

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R02 Investment Principles and Risk exam material